See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,980 | $94,529-83.1% | $140,016-88.6% | $64,186-75.1% |
| Participation rate | 84.8% | 84.1%+0.8pp | 87.5%-2.6pp | 69.6%+15.3pp |
| Annual return | -13.01% | 7.77%-20.8pp | 651.12%-664.1pp | 7.63%-20.6pp |
| Employer contribution / active EE | $1,496 | $3,812-60.8% | $5,606-73.3% | $2,381-37.2% |
| Participant deferral / active EE | $3,991 | $5,250-24.0% | $6,927-42.4% | $3,470+15.0% |
| Admin fee / account holder | $1,098 | $6,741-83.7% | $10,705-89.7% | $4,888-77.5% |